Curtis Lindsay
Curtis Lindsay is a registered investment advisor at Cademuir Wealth Management, based in Berea, OH, with 28 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Cademuir Wealth Management reserves the right to discount fees. Any fee discounts will be noted and/or included in the fee schedule of the Investment Advisory Agreement.
Fee Estimator
Location
56 Front St, Berea, OH, 44017
Get directionsHistory
Regulatory History (3)
Financial
August 2018Customer Dispute
January 2010Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Curtis sells fixed insurance products, including life, disability, annuities, and long-term care, with various companies, dedicating about half of his time. He is also a managing partner/owner of West Point Wealth Management, LLC, responsible for the operation of the business, spending nearly full-time hours per week on this.
Employment History
Current Registrations
Cademuir Wealth Management
Westpoint Wealth Management, LLC
Previous Registrations
Amfg Wealth Management LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Ameritas Investment CORP
Ameritas Investment CORP.Broker
New England Securities Corporation
New England SecuritiesBroker
MML Investors Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.